In this article
1: Overview
In the Filters and Splits tab, you can apply filters to your chart. Available filters are determined by the Administrator's setup and your access rights. Regular filters appear as dropdown lists, while hierarchical filters are displayed in a tree structure.
2: Accessing the Filters and Splits Tab
Navigate to the Filters and Splits tab within your chart settings.
3: Selecting Filter Options
Choose the items from the available filters. If access rights to regular filters are applied (as a project-level setting), the Report user will only see the filters they have permission to access. If a user has access to only a single filter option within a filter variable, the variable is hidden, and the data is automatically filtered by that option.
In the below example, both hierarchical and normal filters are available:
Note: In the hierarchical filter tree only the nodes that the user has access to are enabled and possible to select.
4: Applying Filters and Splits
4.1: Deciding on either Filters or Splits
You can control whether the selected filter options are applied as filters or splits.
Use the left button to filter the data based on your selection, or the right button to split the data by the selected filter options, displaying each as a separate series in the chart.
Here are two examples based on the selected filter options (age groups 15–24 and 25–34).
In the chart on the left, the age groups are applied as filters, so the data is filtered on the two age categories combined and then the chart is shown.
In the chart on the right, they are used as Splits, so each age group is presented in the chart separately
4.2: Understanding Filter Logic: OR vs. AND Conditions
If you apply the selected options as filters (rather than splits) and choose multiple options within a single filter variable, as shown in the first example below, those options are treated as an “OR” condition.
When selections are made across multiple filter variables, as shown in the second example in the next section, they are combined using an “AND” condition.
4.3: Example: Multiple Selections Within a Single Filter Variable
Below is an example of multiple selections within a single filter variable: the selected age groups 15–24 and 25–34 will include all respondents who fall into either group.
4.4: Example: Selections Across Multiple Filter Variables
Below is an example of selections made across multiple filter variables: this selection will include all respondents who are either “Male and 15–24” or “Male and 25–34.”
5: Managing Nested and Non-Nested Splits
If you apply the filter options as splits and have selections in multiple filter variables, the splits are nested by default. However, you can choose to display them as non-nested instead. In the first image, you’ll see where to toggle the nesting on or off; the second image shows an example comparing nested and non-nested splits.
This setting allows you to toggle nesting on or off. It becomes available only when splits are applied to two or more filter variables.
5.1: Example: Visual Comparison of Nested vs. Non-Nested Splits
Below is an example of nested and non-nested splits based on the selections above (with “Men” and “Women” selected in the gender filter variable, and “15–24” and “25–34” in the age group filter variable). The chart on the left shows the nested result, while the chart on the right displays the non-nested result.
6: Additional Notes and Tips for Using Filters
When using hierarchical filters, they are always nested alongside any other selected filter variables.
Use the search field in the filter panel to quickly locate specific filter options.
If you're working with many filter variables, you can resize the filter panel by dragging the handle at the bottom of the panel.
6.1: Expanding the Filter Panel for Easier Navigation
Here’s an example where the filter panel has been expanded vertically- helpful when many filter variables are available.
6.2: Clear All Filters Option
A "Clear all filters" option is available in the Filter tab. Click this to remove all filters currently applied to the chart or table.